Mr. B Wealth Management - Orlando (FL)

5 /5 Amy Rodriguez: Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!

5 /5 Hanh Ragone: Brian prioritizes his clients. He’s genuinely interested in helping me achieve my goals and makes me feel valued. I highly recommend Brian to anyone looking for a knowledgeable, trustworthy, and client-focused professional.

5 /5 Roderick Williams: I had the pleasure of meeting Mr. B after I opened my business to assist me in making good financial decisions for my future and from the very first meeting, he checked all the boxes. He was personable, professional and practical! He not only told me about the many options I had, but he ensured that I understood them all. He took his time and answered ever question! I am not a person to leave reviews positive or negative, so to take time out to leave this means he went above and beyond and impressed me so much that I will tell anyone who requires financial wealth advise,estate planning, or life insurance, please look up Mr. B! You wont be disappointed!

5 /5 Roberto Ayuso: Mr.B is attentive and knowledgeable with what he does. He made sure to listen to the things that I needed and found a better price for different retirement plans and is a great financial planner.

5 /5 Sarah Theophilus: So Pleased I contacted Mr B Wealth Management. I’m approaching 50 & need to make some adjustments in my finances. I needed some direction & advice. It was a pleasant experience that gave me the confidence to move forward. Thank you Mr B